See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,607 | $101,724-8.0% | $164,813-43.2% | $80,856+15.8% |
| Participation rate | 75.6% | 71.8%+3.8pp | 78.6%-3.0pp | 67.6%+8.0pp |
| Annual return | 15.88% | 16.72%-0.8pp | 69.93%-54.1pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,798 | $2,953-5.3% | $4,341-35.5% | $2,755+1.6% |
| Participant deferral / active EE | $6,482 | $4,477+44.8% | $6,031+7.5% | $4,296+50.9% |
| Admin fee / account holder | $6,877 | $8,227-16.4% | $12,690-45.8% | $6,918-0.6% |